What's covered in this article
This article contains the following (plus quick links to the relevant sections):
- CASSA Registration
- Complete your Personal Profile
- Getting started as a company owner
- Getting started as an employee
- Getting started as a contactor
If this is your first time using CASSA and you want to know how to get started, then read on.
CASSA is built to help construction company business owners manage and run their company effectively.
Within CASSA, there are 3 primary role(s)
- Company owner
- Employee
- Contractor
Your role will determine what you can and can't do within CASSA.
CASSA Registration
Everyone who uses CASSA must have an account.
Company owners and contractors can register and setup one or more companies within CASSA and, once the company has been setup, can then invite employees and contractors to join the company in their respective roles.
Refer to these articles to:
- Register as a company
- Add/register an employee
- Add a contractor (from the company owner's perspective)
- Register as a contractor (when invited by the company)
Complete your Personal Profile
Everyone within CASSA has their own personal profile.
Your personal profile is where you upload your photo, your address details, phone number, email address, etc.
Refer to the Your Personal Profile article for further details.
Note: Completing your personal profile is a prerequisite for unlocking additional functionality within CASSA, so make sure you do this as a priority.
Getting started as a company owner
As a company owner, once you've completed your personal profile you will need to complete your company's profile: ABN/ACN, logo, address, etc.
Again, only a minimum amount of information is required at this stage, but you will want to add other information, such as licenses, insurance, etc., later.
Refer to:
Completing these unlocks the full CASSA functionality allocated to your account, and can begin to invite employees, contractors, create clients, projects, SWMS and other documents, etc.
- How to add/invite employees
- How to add/invite contractors
- How to add a client
- How to setup a project
- Getting started with SWMS
Once you've done those steps, you're well on the way to mastering the CASSA system.
Getting started as an employee
As an employee, you will be invited by your employer to 'join' their company and receive this invite via email.
All you need do is click on the Accept button and you'll be taken to the registration page.
Registration is free so add your relevant details and then follow the instructions.
It only takes 2 seconds, and once registered with your employer you'll, first, complete your personal profile, and then your employer will assign you to the relevant project/tasks.
Refer to the employees section of the knowledge base for information on how to manage actions, view assigned projects, etc.
Getting started as a contactor
As a contractor, you will be invited by a client to join their projects.
Once you receive their invitation, you can follow the steps for registering as a contractor.
It's quick and easy to do and you'll be setup within a minute or 2.